About

FINANCIAL CONSULTANT & AIA LIFE PLANNER

My job is to assess the client’s financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

Moreover, I develop financial strategies by guiding clients to establish financial goals; matching goals to situations with appropriate financial plans. I monitor client’s financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Last but not least, I obtain the client’s commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.